Trusts & Estates Paralegal
$55k - $99kOrion Placement
Job Description
Job Description
Pay: $55,000.00 - $99,000.00 per year
Why This Is a Great Opportunity
- Join a sophisticated Trusts & Estates practice supporting complex estate planning, trust administration, wealth preservation, business succession, and probate matters.
- Work alongside an experienced team of attorneys and paralegals while gaining valuable exposure to high-level private client work.
- Take on meaningful responsibilities across estate planning documents, estate settlements, fiduciary accountings, and legal document management.
- Build specialized Trusts & Estates expertise in a collaborative environment that values accuracy, teamwork, and professional development.
- Enjoy a strong benefits package, generous PTO, professional development opportunities, and a supportive workplace culture.
- Gain exposure to document automation technology and modern legal workflows, with opportunities to leverage Microsoft Word, HotDocs, and related tools.
Location: Detroit, MI or Grand Rapids, MI — on-site in a professional, collaborative law firm environment.
Note : Must have 1+ year of directly relevant Trusts & Estates or estate planning experience. Strong attention to detail, communication, and organizational skills are essential.
About Us
We are a well-established full-service law firm with a sophisticated private client practice and a strong reputation for thoughtful, high-quality legal service. Our team values collaboration, professional growth, client service, and creating an environment where talented professionals can build lasting careers. Confidential Employer.
Job Description
- Assist attorneys with the preparation and organization of estate planning documents.
- Support the estate settlement process from initial administration through completion.
- Prepare and maintain fiduciary accountings and related documentation.
- Manage, assemble, and organize estate planning forms and client materials.
- Review documents for accuracy, completeness, and consistency.
- Coordinate information and documentation needed from clients, attorneys, financial institutions, and other parties.
- Maintain organized client files and ensure sensitive information is handled with discretion.
- Use Microsoft Word and document management tools to prepare and maintain sophisticated legal documents.
- Support attorneys and paralegals with day-to-day Trusts & Estates matters and special projects.
- Identify opportunities to improve document organization, workflow efficiency, and administrative processes.
Qualifications
- 1+ year of Trusts & Estates, estate planning, probate, or closely related paralegal experience.
- Bachelor's degree preferred, ideally in paralegal studies, legal studies, or a related field.
- Certificate from an ABA-approved paralegal program preferred.
- Strong understanding of legal documents and professional office procedures.
- Advanced proficiency with Microsoft Word preferred.
- Experience with document automation software such as HotDocs is a plus.
- Entry-level coding or scripting experience is a plus.
- Exceptional attention to detail and organizational skills.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities while maintaining accuracy and confidentiality.
Why You Will Love Working Here
You'll be part of a team where your work directly supports attorneys and clients on meaningful estate planning and private client matters. We foster a collaborative culture where people support one another, invest in professional development, and take pride in delivering excellent work. With strong benefits, paid time off, professional development opportunities, and a team-oriented environment, this is an excellent opportunity to grow your legal career in a specialized and highly respected practice area.
JPC-1745
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
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